Purchases and Sales Made in Q3 2024 in Ishares Barclays 0 5 Year Tips (STIP)
This table provides information about the institutional ownership of Ishares Barclays 0 5 Year Tips (STIP) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES BARCLAYS 0-5 YEAR TIPS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-263- 4.58% |
$26K - $26.7K
|
5.48K
$558K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-266- 14.26% |
$26.3K - $27K
|
1.6K
$163K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-274- 21.78% |
$27.1K - $27.8K
|
984
$100K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-278- 72.58% |
$27.5K - $28.2K
|
105
$10.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-286- 2.3% |
$28.3K - $29K
|
12.1K
$1.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-290- 69.05% |
$28.7K - $29.4K
|
130
$13.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-297- 0.22% |
$29.4K - $30.1K
|
134K
$13.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-305- 47.36% |
$30.2K - $31K
|
339
$34.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-315- 0.27% |
$31.2K - $32K
|
117K
$11.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-325- 11.5% |
$32.2K - $33K
|
2.5K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-361- 1.83% |
$35.7K - $36.6K
|
19.4K
$1.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-361- 1.09% |
$35.7K - $36.6K
|
32.7K
$3.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-368- 11.86% |
$36.4K - $37.4K
|
2.73K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-384- 1.76% |
$38K - $39K
|
21.4K
$2.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-388- 4.97% |
$38.4K - $39.4K
|
7.43K
$756K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-403- 26.31% |
$39.9K - $40.9K
|
1.13K
$115K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-428- 3.69% |
$42.4K - $43.4K
|
11.2K
$1.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-433- 8.84% |
$42.9K - $44K
|
4.47K
$454K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-443- 1.47% |
$43.9K - $45K
|
29.7K
$3.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-454- 12.77% |
$44.9K - $46.1K
|
3.1K
$316K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-456- 14.87% |
$45.1K - $46.3K
|
2.61K
$266K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-461- 2.35% |
$45.6K - $46.8K
|
19.1K
$1.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-464- 6.42% |
$45.9K - $47.1K
|
6.76K
$688K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-494- 1.82% |
$48.9K - $50.1K
|
26.6K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-509- 19.21% |
$50.4K - $51.7K
|
2.14K
$218K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-513- 7.38% |
$50.8K - $52.1K
|
6.44K
$656K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-520- 9.32% |
$51.5K - $52.8K
|
5.06K
$515K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-538- 13.07% |
$53.3K - $54.6K
|
3.58K
$364K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-550- 3.9% |
$54.4K - $55.8K
|
13.6K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-578- 34.36% |
$57.2K - $58.7K
|
1.1K
$112K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-581- 0.31% |
$57.5K - $59K
|
184K
$18.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-590- 7.16% |
$58.4K - $59.9K
|
7.65K
$778K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-591- 2.06% |
$58.5K - $60K
|
28.1K
$2.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-598- 2.5% |
$59.2K - $60.7K
|
23.4K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-602- 56.31% |
$59.6K - $61.1K
|
467
$47.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-630- 12.91% |
$62.4K - $64K
|
4.25K
$433K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-631- 12.98% |
$62.5K - $64.1K
|
4.23K
$430K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-660- 19.45% |
$65.3K - $67K
|
2.73K
$278K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-668- 16.63% |
$66.1K - $67.8K
|
3.35K
$341K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-673- 6.08% |
$66.6K - $68.3K
|
10.4K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-690- 2.08% |
$68.3K - $70K
|
32.5K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-712- 3.39% |
$70.5K - $72.3K
|
20.3K
$2.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-743- 15.81% |
$73.5K - $75.4K
|
3.96K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-746- 2.15% |
$73.8K - $75.7K
|
34K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-765- 1.0% |
$75.7K - $77.7K
|
75.4K
$7.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-769- 6.67% |
$76.1K - $78.1K
|
10.8K
$1.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-800- 8.48% |
$79.2K - $81.2K
|
8.63K
$879K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-802- 18.97% |
$79.4K - $81.4K
|
3.43K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-811- 3.69% |
$80.3K - $82.3K
|
21.2K
$2.15M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-828- 2.19% |
$82K - $84.1K
|
36.9K
$3.76M
|